Frequently asked questions

AllMind serves institutional equity research teams, including asset managers, hedge funds, family offices, and sell-side analysts, as well as corporate strategy and investor relations teams. Analysts can investigate companies, compare a coverage universe, prepare earnings reviews, and turn supporting evidence into reports, models, and presentations.

AllMind brings financial data, your firm's research, and repeatable analysis workflows into one workspace. Its agents can work across filings, transcripts, licensed datasets, and connected internal sources, then return answers with citations. A financial ontology connects companies, securities, events, and their relationships so a question can draw on evidence from multiple sources.

Research agents are part of how work gets done throughout AllMind. You can ask a question in Chat, apply an analysis across companies in Grids, draft a report from selected sources, or schedule recurring research in Agent Studio. These workflows use the same connected data and evidence, helping a team carry an investigation from its first question through to a deliverable.

AllMind connects licensed, public, and permissioned firm data through its financial ontology. Research agents use the question and selected context to find relevant material, run analysis, and assemble an answer or document. Citations connect the output to supporting evidence, allowing analysts to inspect the sources and continue the investigation.

AllMind provides source-linked research so you can open the underlying documents and review the evidence behind an answer. For numerical work, check the source, reporting period, units, and calculation assumptions. AI can make mistakes, and data can be incomplete or out of date; analysts should verify material conclusions before using them in an investment decision or sharing them externally.

AllMind brings together company fundamentals, estimates, market data, regulatory filings, earnings transcripts, broker research, expert insights, news, macroeconomic releases, and alternative datasets. Teams can also work with uploaded documents and connected firm systems. Availability varies by source, market, subscription, and the permissions attached to your account.

AllMind combines licensed providers and partners with primary public sources and customer-owned information. The catalog includes sources such as S&P Global, FactSet, LSEG, regulatory filings, company disclosures, and central-bank releases. Broker research follows its own access terms: real-time entitled research requires the firm's applicable subscriptions and permissions.

AllMind's published coverage spans North America and Europe, including the United States, Canada, the United Kingdom, and continental European markets. The available history and depth differ across companies and datasets. Review the data catalog for your coverage universe; expansion into Asia, Africa, and Latin America is on the roadmap.

Connected content gives AllMind context for your team's research, subject to the integration's scope and access permissions. AllMind's security policy states that customer content is not used to train LLMs and that its LLM vendors enforce zero data retention policies. Your firm's requirements for access, storage, and retention should be reviewed when setting up the workspace.

AllMind's security page describes encryption in transit and at rest, access controls, customer data separation, and monitoring. Security reports and policies are available through the AllMind Trust Center, with some documents requiring an access request. Your security and compliance teams can use these materials to assess AllMind against your firm's requirements before rollout.

AllMind offers custom subscriptions, including per-seat and enterprise-wide options. Contact the team with your research workflows, expected users, and data requirements to discuss a proposal. Confirm which datasets, broker entitlements, and integrations are included in your agreement.

Start with a demo focused on your team's coverage and research process. From there, agree on the users, data access, integrations, and workflows needed for an initial rollout. Timing depends on your security review and the systems being connected, so the team can scope onboarding around your requirements.

Teams access AllMind through its web application. If your organization has specific hosting, data residency, identity, or networking requirements, share them with the AllMind team during evaluation so the supported setup can be confirmed for your firm.